Schedule a report

Select Schedule on a report card to create or maintain recurring delivery.

Delivery details

1. Choose an existing scheduled item to edit it, or leave the selector on a new item.
2. Enter a recognizable description such as Daily Visitor Summary.
3. Choose PDF, CSV, or XLS output.
4. Select the time zone that controls the send time.
5. Enter recipient email addresses, separating multiple addresses with commas or semicolons.
6. Choose whether the schedule is active and whether empty reports should be suppressed.

Timing

Choose the frequency, interval, and send time. Weekly schedules require one or more weekdays; monthly schedules require a day of the month. Review the generated schedule summary before saving.

Complete any report-specific parameters. Those saved values will be used every time the schedule runs.

Save, disable, or delete

Select Save Report Schedule to store the schedule. To pause delivery without losing the configuration, edit the schedule and clear Active. Use Delete only when the schedule is no longer needed.

Warning

Confirm recipients, data scope, and report sensitivity before saving. Scheduled reports may contain personal or operational information and are delivered without another confirmation.

If the dialog warns that an older custom timing pattern cannot be represented exactly, saving will replace it with the simplified timing shown in the current controls.